Manager Oversight

Meeting your changing fiduciary management needs

The Northern Trust Implementation and Oversight Solutions were conceived as a client-centred response to the changing fiduciary management requirements of investors in Europe. The solutions draw on our extensive experience of delivering complete customised multi-manager investment programmes to clients in North America.

We offer the opportunity to outsource key elements of your investment programme that will benefit from our core expertise and experience:

ImplementationA solution that includes manager selection and asset class construction, whereby our manager research team analyses the universe of managers available to you, advises on the most appropriate managers, and builds an asset class solution for your investment programme. We believe it is important for us to avoid the potential of introducing conflicts of interest by not recommending proprietary Northern Trust capabilities.

OversightA risk oversight capability that helps to ensure that your investment programme and investment managers remain in line with your expectations. This is achieved through qualitative and quantitative evaluation of your programme at multiple levels and includes detailed risk management analysis and reporting packages.

Bert Rebelo

Bert Rebelo

Senior Vice President

Bert Rebelo CA, is responsible for managing product development across the asset management division of Northern Trust, including quantitative, enhanced and manager-of-managers, specifically to meet the needs of investors in Asia and supporting business development initiatives in the region.

He was previously in charge of Product Management for the Northern Trust Manager of Manager business in Europe, and prior to that a Vice President in Northern Trust's Compliance department.

Prior to joining Northern, he was a Compliance Manager at Royal & Sun Alliance Investment Management. He completed articles in Johannesburg, South Africa and qualified as a Chartered Accountant in 1996.

Bert holds a Bachelor of Commerce and a Bachelor of Accountancy degree from the University of the Witwatersrand (South Africa), and holds a Bachelor of Law (LLB) from Open University (UK). He is IMC qualified and holds the Regulation and Compliance paper from the Securities Institute.

Implementation and Oversight Solutions

Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.